In this episode, Kelly Yale chats with Geoff Zimpfer to share actionable insights on building meaningful relationships with real estate agents, optimizing customer experiences, and navigating the ever-changing mortgage landscape. They discuss:

• Why understanding your customer's journey is key to success.
• How to build trust and add value to Realtor partnerships.
• The importance of preparation and intentionality in sales meetings.
• Using social media to connect authentically with referral partners.
• Long-term marketing strategies for 2025 and beyond.

Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market.

Episode Resources:

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In this conversation, Dan Smokoska shares insights on leveraging LinkedIn for business growth, in the mortgage industry. He discusses the unique advantages of LinkedIn over other social media platforms, emphasizing the importance of authenticity, engagement, and consistent content creation.

The discussion also covers strategies for finding referral partners, utilizing LinkedIn Navigator for targeting, and the evolving nature of content that resonates with audiences on LinkedIn.

Key Takeaways:

• LinkedIn is a powerful platform for generating revenue
• Engagement rules differ significantly on LinkedIn
• Finding referral partners on LinkedIn requires a tailored approach.
• Video content is gaining traction but written content still performs well.

Episode Resources:

Connect With Dan on LinkedIn

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In this conversation, Nicole Perrone shares her extensive experience in the mortgage industry, emphasizing the importance of adapting to market trends, diversifying product offerings, and leveraging technology to build relationships.

Nicole also highlights the need for geographical diversification among loan officers and the significance of providing exceptional client service.

The conversation culminates in her initiative, the Billion Dollar Banker brand, aimed at attracting new talent to the mortgage industry and inspiring loan officers to elevate their business.

Connect With Nicole:

LinkedIn

Instagram

YouTube

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In this episode, host Geoff Zimpfer addresses a listener's question about maintaining relationships with real estate agents after an initial meeting. He emphasizes the importance of setting the right context for meetings, understanding the relationship dynamics, and following up effectively.

Listen in to get actionable strategies to enhance your interactions with REALTORS, including the need for clear next steps and delivering value to foster long-term partnerships.

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In this conversation, Coach Michael Regan shares insights on the coaching process, emphasizing the importance of mindset, humility, and vision in individuals seeking coaching.

He discusses the common traits of coachable individuals and the significance of preparing for market changes, particularly as they approach Q4. He emphasizes the need for role reflection and planning, the value of feedback, and the significance of maintaining a strong foundation in the face of new technologies and trends.

Regan also shares insights on his podcast, Building Bigger Lives, and his passion for songwriting, highlighting the intersection of personal and professional growth.

Episode Resources:

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Building Champions Coaching

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In this conversation, Dan Rawitch, CEO of University of Options, discusses his mortgage industry background and current role as a trader and economist. He provides insights into market analysis, economic forecasting, and the impact of Federal Reserve actions on interest rates and inflation.

The discussion also covers the dynamics of the housing market and the importance of supply in driving prices. Additionally, Rawitch introduces his trading platform, University of Options, which offers strategies for income generation through trading options and futures. The conversation concludes with thoughts on the community aspect of trading and the potential for financial growth.

Episode Resources:

University of Options

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In this episode, Geoff Zimpfer discusses strategies for mortgage professionals to thrive in a changing market. He emphasizes the importance of building relationships with real estate agents, diversifying sources of business, and leveraging personal branding to attract referrals.

Special guest Brian Weiss shares insights from his experience and contributions to the industry, providing actionable takeaways for listeners.

Takeaways

• Building relationships with real estate agents is crucial.
• Diversifying your sources of business is essential for success.
• Personal branding can help attract more referrals.
• Hosting classes can introduce you to new agents.
• You need a larger network of referral partners.
• The average loan officer has too few agents on their roster.
• Using proven processes can yield significant results.
• Engagement and conversations are key to building business.
• Combining traditional and modern methods is effective.
• Success stories from the community can inspire action.

Episode Resources:

Brians Website

Action Plan Facebook Group

Connect With Brian on LinkedIn

CoLab Lending Franchise

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In this episode of the Mortgage Marketing Radio podcast, host Geoff Zimpfer discusses the importance of planning for Q4 and shares key insights from a recent workshop with Alex and Leila Hormozi of Acquisition.com.

He emphasizes the need for mortgage professionals to assess their time management, identify value detractors in their business, and diversify their sources of leads to ensure sustainable growth. Zimpfer also highlights the significance of understanding business risks and the importance of measuring key performance indicators to optimize conversions.

The episode concludes with strategies for building relationships with real estate agents and enhancing brand visibility.

Takeaways

• Plan for the remaining 58 working days of the year.
• Invest in learning from industry leaders like Alex Hormozi.
• Identify and mitigate value detractors in your business.
• Understand the risks associated with key customers and channels.
• Diversify your sources of business to reduce dependency.
• Measure your key performance indicators to improve conversions.
• Focus on solving the primary constraints in your business.
• Allocate resources effectively to address business challenges.
• Build relationships with real estate agents for referrals.
• Aim to become a well-known figure in your local market.

Episode Resources:

Acquisition.comAcquistion.com

Alex Hormozi YouTube

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